Reviews written by Irene Moriarty

Very good, very helpful.

This was excellent and useful. The amount that it ran over presented some challenges for me, but I understand the interest.

Excellent. Focused, pertinent and highly informed.

Regarded it highly.

Craig is always informative and interesting. His presentations are worth attending.

This was good. However, I expected it to be more about motivating behavior. Forewarning that it would be another presentation of the 7-12 model would have better set my expectations....

Concise and useful

Very well done. He was knowledgeable and he tailored his presentation to what we needed to learn (benefits and pitfalls) about self-directed IRAs.

-

Very useful to bring us up to date in stock-related benefits being provided to employees

This was excellent. As Andy noted, it was no-nonsense and client-need based.

Keebler always presents valuable information cogently.

Very intelligent idea. Very useful service. Thank you, Andrew, for bringing this information to our attention. Mark did a fine job presenting. His examples were particularly helpful to facilitate understanding...

This was pertinent. The information was sound and useful. Thought-provoking. Presentation was good. Thank you.

Valuable material, well thought out and well presented.

Robert Keebler was very knowledgeable, and he concisely presented information that is directly relevant to advisors' work with clients.

-

Valuable thought. Stimulating.

Very well organized, very informative. Good topic, good speaker. Thank you!

It was helpful.

This was valuable. Thank you for it.

This was valuable. Useful information well presented. Glad to know of further support Mark makes available. Like the idea of a streamlined approach to this very important aspect of planning...